In Development: Medicare Toolbox

People don’t know that they are supposed to ask. People don’t know where to start to ask.

The issue is that even within my favorite book on the topic (ahem, click the banner at the end of this email), it is difficult to keep the moving parts straight. For me, that is likely the reason for the first two sentences in italics.

Certainly, a lot of issues exist.

  • Enrollment timing

  • Your existing coverage and how it affects the first point.

  • Coverage for your spouse and dependents, and how it affects the first two points.

  • That’s even before considering Medigap vs Medicare Advantage (video link), where we take an even-handed look. The results of this can feedback to the first three points.

People don’t want to call 800-medicare-r-us because it’s a sales call, understandable.

The questionnaire will provide insight on the many moving parts, and the correct order that these parts need to be considered. When equipped with this information, then you can understand the issues that you may need to consider.

There will be more forthcoming.

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